Long established & successful ‘One-man-band” Financial Advisory Firm. c£15.5m FUM – Loyal Client Portfolio available for acquisition enabling the founding Director a future retirement opportunity. Cornwall – Ref 271

Independent Financial Planning / Wealth Management Firm – c£150m FUM & £800k Recurring Income Available for acquisition as a going concern – Hampshire – Ref 266
May 25, 2022
Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
October 3, 2022